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Sowell Financial Services’s Stanley Black & Decker SWK Stock Holding History

Sowell Financial Services’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
+2,228
New +$175K 0.01% 1060
2022
Q3 		– Sell
-11,315
Closed -$1.19M – 451
2022
Q2 		$1.19M Buy
+11,315
New +$1.39M 0.11% 152
2021
Q2 		– Sell
-3,250
Closed -$706K – 2454
2021
Q1 		$706K Buy
3,250
+54
+2% +$9.79K 0.02% 520
2020
Q4 		$571K Buy
3,196
+447
+16% +$79.3K 0.02% 485
2020
Q3 		$446K Sell
2,749
-502
-15% -$78.2K 0.02% 495
2020
Q2 		$453K Sell
3,251
-3,325
-51% -$401K 0.02% 485
2020
Q1 		$658K Buy
6,576
+436
+7% +$62.3K 0.05% 325
2019
Q4 		$1.02M Sell
6,140
-731
-11% -$113K 0.08% 259
2019
Q3 		$992K Buy
+6,871
New +$971K 0.08% 252

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's SWK Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,228 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in SWK as recently as Q2 2022.

Sowell Financial Services first reported a position in SWK in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2022. 771 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Sowell Financial Services held 2,228 shares of Stanley Black & Decker worth $210K as of Q2 2026.
  • Stanley Black & Decker was a new Sowell Financial Services position in Q2 2026.
  • Stanley Black & Decker made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1060 holding.
  • Sowell Financial Services first reported a position in Stanley Black & Decker in Q3 2019 and has held it in 9 quarters since.
  • Sowell Financial Services's Stanley Black & Decker position peaked at $1.19M in Q2 2022.
  • 771 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.